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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,144 | $57,350+147.9% | $83,850+69.5% | $64,181+121.5% |
| Participation rate | 67.8% | 68.6%-0.8pp | 76.1%-8.3pp | 69.6%-1.8pp |
| Annual return | -6.67% | 11.38%-18.1pp | 850.92%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,262 | $2,545+185.3% | $3,631+100.0% | $2,381+205.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,923 | $4,046+120.5% | $5,478+62.9% | $4,887+82.6% |